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Consultant Retainer Agreement
"I need a Consultant Retainer Agreement for a technology consulting firm providing IT infrastructure services to my manufacturing company in Jakarta, with monthly reporting requirements and specific provisions for handling our sensitive production data."
1. Parties: Identification of the client and consultant, including full legal names, addresses, and company registration details if applicable
2. Background: Context of the agreement and brief description of the client's business and consultant's expertise
3. Definitions: Key terms used throughout the agreement, including 'Services', 'Deliverables', 'Confidential Information', and 'Intellectual Property'
4. Appointment and Scope: Terms of the consultant's appointment and general scope of services to be provided
5. Term and Termination: Duration of the agreement, renewal provisions, and circumstances for termination
6. Consultant's Obligations: Key responsibilities, service standards, and performance requirements
7. Client's Obligations: Client's responsibilities, including provision of information and access needed by consultant
8. Fees and Payment: Retainer amount, payment schedule, expenses, and invoicing procedures
9. Confidentiality: Protection of confidential information and trade secrets
10. Intellectual Property: Ownership and rights to work products and pre-existing IP
11. Independent Contractor Status: Clarification that the relationship is not employment
12. Limitation of Liability: Caps on liability and exclusions of certain types of damages
13. General Provisions: Standard clauses including notices, amendments, governing law, and dispute resolution
1. Non-Competition: Restrictions on consultant's ability to work with competitors, used when consultant will have access to sensitive competitive information
2. Force Majeure: Provisions for unforeseen circumstances preventing performance, particularly relevant in long-term arrangements
3. Insurance: Requirements for professional indemnity and other insurance, important for high-risk or regulated industries
4. Data Protection: Specific provisions for handling personal data, required when consultant will process personal information
5. Compliance with Anti-Corruption Laws: Specific provisions regarding anti-bribery and corruption, important for international arrangements or government-related work
6. Assignment and Subcontracting: Rules about transferring rights or using subcontractors, needed when consultant may need to delegate work
7. Key Personnel: Identification of specific individuals who will perform services, useful for arrangements depending on particular expertise
1. Schedule 1 - Scope of Services: Detailed description of services to be provided, including specific deliverables and timelines
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, including hourly rates if applicable, and expense categories
3. Schedule 3 - Service Levels: Specific performance metrics and standards for service delivery
4. Schedule 4 - Key Personnel: Details of main consultant team members and their roles
5. Appendix A - Report Templates: Standard formats for progress reports and other regular communications
6. Appendix B - Client Policies: Relevant client policies that consultant must comply with
Authors
Management Consulting
Information Technology
Financial Services
Legal Services
Healthcare
Engineering
Environmental Services
Education and Training
Human Resources
Marketing and Communications
Business Strategy
Energy and Resources
Manufacturing
Real Estate
Infrastructure Development
Legal
Procurement
Human Resources
Finance
Operations
Compliance
Risk Management
Contract Administration
Project Management
Business Development
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Procurement Manager
Human Resources Director
Project Manager
Operations Director
Business Development Manager
Department Head
Finance Manager
Compliance Officer
Contract Administrator
Risk Manager
Managing Director
General Manager
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